Filters
With so many potential tax changes ahead, it's time to make sure you're checking all the boxes on things you can do to protect your wealth. Now is the time to ensure your wealth plan reflects
The proposed Build Back America Act, a $1.85 trillion social-policy and climate framework, is working its way through Congress. While the notable prior proposals were absent, the current legislation
While the gift and estate tax exemption is scheduled to drop to approximately one-half the current amount of $11.7 million on January 1, 2026, there are tax proposals in play that could change the
The political landscape in the U.S. shifted significantly in 2021. With that change, many anticipate major revisions to the tax laws, which will likely make transferring wealth much more difficult.
High-net-worth individuals who are exploring charitable giving have many different options, but charitable remainder trusts and charitable lead trusts are two straightforward planning vehicles that
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups by the Committee. Most
In anticipation of the expected tax changes that could be enacted under the Biden administration, it’s a good time to review and update your estate plan. As part of your review process,
The U.S. House Ways and Means Committee has released its draft budget reconciliation bill. While the provisions presented are subject to ongoing negotiations, some are more likely to pass than others
If passed, proposed legislation H.R. 4620 would change the definition used by the SEC for the Family Office Exemption resulting in some Family Offices no longer qualifying for the exemption. Also,
Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams